PSA
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Plum Street Advisors’s TCW Transform 500 ETF VOTE Stock Holding History

Plum Street Advisors’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.81M Buy
24,842
+349
+1% +$25.4K 0.8% 30
2025
Q1 		$1.6M Buy
24,493
+16,871
+221% +$1.1M 0.77% 31
2024
Q4 		$524K Buy
+7,622
New +$524K 0.26% 58